Field Service Software for Subcontractors — Send Work to Another Shop
Two kinds of people work for a repair company: employees you assign a role to, and subcontractors you don't. Taskrol adds both to the same team without giving them the same access.
Taskrol has two user types, and the difference matters. An employee is internal — you give them a role, Operator, Technician, or Manager, and the role decides what they can see. A subcontractor works your jobs without becoming part of your office: they get the visit, not the books.
This guide adds both to one company, so a growing appliance repair business can move off shared logins and group texts without handing a contract technician the customer list, the margins, or anyone else's schedule.
Transcript
The full narration, if you would rather read than watch.
Let's look at how to add users to your team in Taskrol. Go to settings, open team management, and tap add user. In Taskrol, there are two types of users. Employee and contractor. If the user is not in the system yet, they will be added as an employee, an internal team member of your company. You can assign them a role: operator, technician, or manager.
If the user is already registered in Taskrol as the owner of another company, you can add them as a contractor. A contractor is an external business owner you can collaborate with inside the app. For example, if another company wants to send you a job, or you want to send work to another company, you don't need to log in under someone else's account. Everything can be done from your own account.
This is not an automatic two-way connection. When you add a contractor, they appear only in your team. For you to appear in their team, they need to add you from their side, and you need to accept the request. So, employee is your internal team member. Contractor is an external business partner for collaboration between companies.
More Taskrol guides
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- Appliance Repair Invoice Software — Estimate to Paid in One Workflow
- Run Two Repair Companies in One App — Multi-Company Field Service
- Technician Scheduling for Appliance Repair — Assign Jobs to Your Team
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- Appliance Repair Software, Explained in 2 Minutes